Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Donnelly is a financial professional with over 5 years of experience in the industry. Jonathan is currently registered with Principal Securities, Inc. and holds a Series 7, Series 63 and SIE licenses. Jonathan has previously worked for CHARLES SCHWAB & CO., INC. and TD AMERITRADE, INC. Jonathan's specializations include financial planning, pension consulting, and educational seminars. Jonathan specializes in working with individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
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2
IA
08/23/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
NE
09/01/2023 - 07/29/2024
CHARLES SCHWAB & CO., INC. (Omaha NE)
CA
08/14/2018 - 09/01/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 08/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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